Managers of Wealth Americas

Humanity Labs Names Dimple Shah Managing Director, Wealth

Industry wealth management veteran joins AI Workforce firm to fuel operating leverage improvement for advisory firms through the transformative power of AI

Athene appoints veteran pensions leader to board

Mr Brackenbury most recently served as deputy chief investment officer of the State of Michigan Retirement System.

Broadridge Names Mark Nichols Co-President of Digital Assets

In his role, Nichols will spearhead Broadridge’s strategy, product development, and execution across the tokenization and digital asset arena, along with Co-President German Soto Sanchez.

Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms

New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy

LPL Financial Welcomes Daniel Zacharias To Decorum Wealth Management

Zacharias brings almost 20 years of industry experience and a well-rounded background across multiple areas of financial services

Lorum strengthens legal, risk and compliance with Dr. Hartwig Gerhartinger appointment

Dr Gerhartinger succeeds Katheryn Willis, who departed the firm in February to join Wise.

TPG Appoints Axel André as Chief Financial Officer

Mr. André will succeed Jack Weingart

Huron Announces Election of Shoshana Vernick to Board of Directors

Ms. Vernick is an accomplished leader with deep expertise in the education industry and a demonstrated track record of advancing innovation, technology-enabled growth and long-term organizational value.

UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets

The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale.

J.P. Morgan Private Bank adds Rafael Cervelli to Brazil Team in Miami

Cervelli joins the private bank with approximately 15 years of experience across multi-asset investing, portfolio management, research and trading.

SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services

New Leadership Role to Scale Capabilities and Support Client Transformation

Genesis Wealth adds $725 million advisor as breakaway momentum continues

His move also marks Genesis Wealth’s expansion into Chicago’s North Shore, one of the Midwest's most competitive wealth management markets.

Pacific Asset Management appoints multi-asset solutions director

Tim Field joins from Timeline, where he served as business development manager for Yorkshire and the North East

Aegon strengthens leadership team and selects New York as location for its future headquarters

In this role, Mr. Fuller will be responsible for the day-to-day management of Transamerica, Aegon’s International businesses and Aegon Asset Management.

Hedge fund Citadel hired one of Morgan Stanley's top 0.3% engineers

While it can be an effective retention tactic, it also puts those people on the radar of major hedge funds.

Truist announces Michael P. Lyons as incoming CEO

Bill Rogers to assume executive chair role as part of planned leadership succession until April 2027 retirement

U.S. Bank Wealth Management Appoints Daniel Farley Chief Investment Officer

Farley has a bachelor’s degree in civil engineering, graduating summa cum laude from the University of Notre Dame

Bank of America Names Chip McLeod President of Upstate South Carolina

He will also work across the company's eight business lines to strengthen collaboration and support growth across the Upstate market.

Vistra appoints Raimundo Diaz to lead Americas growth push

The appointment follows Vistra’s acquisition of Biz Latin Hub in December 2025, which expanded its presence across 18 Latin American markets and increased its operating footprint in the region.

Nomura Bolsters US Technology Investment Banking With New Hires

Todd Feldman joins in New York and Cyrus Deboo in San Francisco, both as Managing Directors.

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